Dashboard Overview
The dashboard is your home screen in RAMSdoc. It gives you an at-a-glance view of your documents, projects, and team activity.
What you will see
Section titled “What you will see”[Screenshot: Dashboard showing document list, metrics cards, and sidebar navigation]
The dashboard includes:
Document overview
Section titled “Document overview”A list of all RAMS documents in your organisation, with status filters:
- Draft — documents still being written
- Pending Review — submitted and waiting for approval
- Approved — signed off and ready for use on site
- Archived — no longer active
Click any document to open it in the editor or viewer.
Key metrics
Section titled “Key metrics”At the top of the dashboard, you will see summary cards showing:
- Active projects — how many projects are currently in progress
- Documents pending review — how many documents are waiting for approval
- Compliance scores — average compliance score across your documents
- AI credits remaining — how many credits you have left this month
Upcoming reviews
Section titled “Upcoming reviews”Documents that are approaching their review date are flagged here. RAMSdoc tracks review periods so you can keep documents up to date as regulations or site conditions change.
Competency alerts
Section titled “Competency alerts”If any team member has a certification approaching expiry — for example, a CSCS card or first aid certificate — it appears here. This helps you stay ahead of competency gaps before they become a problem on site.
[Screenshot: Competency alerts panel showing expiring certifications]
Navigation
Section titled “Navigation”The main navigation gives you access to all areas of RAMSdoc:
| Menu item | What it does |
|---|---|
| Dashboard | Return to the home screen |
| Documents | View and manage all RAMS documents |
| Projects | Manage projects and sites |
| Hazard Library | Browse and manage your organisation’s hazard library |
| Supply Chain | Manage contractor invitations and submissions (Team plan and above) |
| Reports | View compliance reports and analytics |
| Settings | Organisation settings, users, teams, billing |
Filtering and search
Section titled “Filtering and search”Use the search bar at the top to find documents, projects, or hazards by keyword. RAMSdoc searches across document titles, content, project names, and site addresses.
You can also filter the document list by:
- Status — draft, pending review, approved, archived
- Project — show documents for a specific project
- Author — show documents created by a specific team member
- Date range — show documents created or updated within a time period
For principal contractors
Section titled “For principal contractors”If your organisation manages subcontractors, the dashboard also shows:
- Contractor submission status — which subcontractors have submitted their RAMS and which are outstanding
- Sign-off completion rates — how many workers have been briefed across your sites
- Interface risk alerts — flagged risks where multiple contractors are working in the same area
See Supply Chain for more on managing contractor RAMS.
Quick actions
Section titled “Quick actions”From the dashboard you can:
- Click New RAMS to start a new document
- Click New Project to set up a new project and site
- Click any notification to jump to the relevant document or review
Next steps
Section titled “Next steps”Now that you know your way around, explore the specific areas of RAMSdoc:
- Creating Documents — detailed guide to document creation
- AI Features — how to use AI to speed up your work
- Hazard Library — browse and manage hazards
- Mobile App — briefings and sign-offs on site